Holistic Financial Advisor - Grow Your Practice

Hantz Group; Midland (MI); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Job summary

The Hantz Group is seeking a Financial Advisor to join our Michigan team. You will build and maintain a client base, analyze investment opportunities, and present tailored financial strategies across retirement, estate and risk planning.

Working with a team of specialists, you will deliver holistic advisory services, comply with industry regulations, and pursue ongoing professional development to help clients meet their goals.

Qualifications

• Bachelor’s Degree or Equivalent Experience required.
• Strong Written and Verbal Communication Skills expected.
• Highly motivated with ability to manage multiple priorities and deadlines.
• Leadership qualities and entrepreneurial spirit encouraged.
• Strong work ethic and commitment to client service.
• Must be able to obtain required licenses (FINRA securities licenses).

Responsibilities

• Develop and Maintain Client Base.
• Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies.
• Market and Sell Appropriate Investment Products.
• Prepare and Deliver Presentations to Clients and Prospective Clients.
• Attend Meetings and Continuing Education Sessions.
• Comply with All Industry Rules and Regulations.
• All Other Tasks Assigned.

Skills

Written & Verbal Communication

Highly Motivated

Ability to Work Under Pressure

Leadership Qualities

Strong Work Ethic

Licensing Readiness

Education

Bachelor’s Degree or Equivalent Experience

Job description

The Hantz Group is seeking a Financial Advisor to join our Michigan team. You will build and maintain a client base, analyze investment opportunities, and present tailored financial strategies across retirement, estate and risk planning.

Working with a team of specialists, you will deliver holistic advisory services, comply with industry regulations, and pursue ongoing professional development to help clients meet their goals.